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Operational Taxes for Investment Firms
18th November 2026
London

Park Plaza London Waterloo

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Operational Taxes for Investment Firms Agenda

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Operational Taxes for Investment Firms Agenda
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08:30 - 09:00
Registration & networking
09:00 - 09:10
Chair's opening remarks
09:10 - 09:55
Managing operational taxes for private assets and hybrid vehicles
09:55 - 10:25
Technical implementation of MiKaDiv and Faster
10:25 - 10:55
Coffee & networking
10:55 - 11:40
Digitising tax: making tax digital and AI opportunities
11:40 - 12:25
Optimising documentation workflows for CRS reporting and FATCA compliance
12:25 - 13:25
Lunch
13:25 - 14:10
Increasing visibility and speed of withholding taxes recoveries
14:10 - 14:55
Increasing data granularity and accuracy to meet reporting requirements
14:55 - 15:40
Shaping corporate strategy with tax planning
15:40 - 15:45
Chair's closing remarks
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